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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
Evergreen Capital Management
Washington
$13.3M +$645K +7,474 +5%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$12.8M -$1.5M -17,421 -10%
SA
153
Sanctuary Advisors
Indiana
$12.7M -$1.58M -18,295 -10%
IWA
154
IBEX Wealth Advisors
New Jersey
$12.7M +$274K +3,175 +2%
ERP
155
Eldred Rock Partners
Texas
$12.7M -$25.1K -291 -0.2%
UBS AM
156
UBS AM
Illinois
$12.4M -$8.03K -93 -0.1%
EIA
157
Edgemoor Investment Advisors
Maryland
$12.4M +$225K +2,609 +2%
OAM
158
Oppenheimer Asset Management
New York
$12.3M +$1.74M +20,146 +15%
AHC
159
Adell Harriman & Carpenter
Texas
$12.3M +$251K +2,910 +2%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$12M +$479K +5,553 +4%
DADC
161
D.A. Davidson & Co
Montana
$11.7M -$257K -2,981 -2%
WCM
162
Wedge Capital Management
North Carolina
$11.6M -$21.8K -253 -0.2%
NPT
163
Nixon Peabody Trust
Massachusetts
$11.5M +$170K +1,973 +1%
WC
164
Woodstock Corp
Massachusetts
$11.4M -$513K -5,948 -4%
ET
165
Entropy Technologies
New York
$11.4M +$12.6M +146,446 New
Vanguard Personalized Indexing Management
166
Vanguard Personalized Indexing Management
California
$11.2M +$614K +7,114 +5%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$10.9M +$330K +3,821 +3%
BFA
168
Bragg Financial Advisors
North Carolina
$10.8M +$372K +4,310 +3%
Pathstone Holdings
169
Pathstone Holdings
New Jersey
$10.7M +$2.24K +26 +0%
VAS
170
Vestmark Advisory Solutions
Massachusetts
$10.6M -$2.65M -30,699 -18%
LCIP
171
Life Cycle Investment Partners
$10.4M +$2.63M +30,508 +30%
CFO
172
Callan Family Office
Pennsylvania
$10.3M +$155K +1,793 +1%
ACG
173
Aventail Capital Group
New York
$10.2M -$7.04M -81,582 -38%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
$10.2M +$11M +127,637 +3,622%
Eagle Capital Management (New York)
175
Eagle Capital Management (New York)
New York
$10.2M -$447M -5,177,682 -98%